WI
SBSI icon

WBI Investments’s Southside Bancshares SBSI Stock Holding History

WBI Investments’s Portfolio SBSI Stock Details SBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-10,971
Closed -$266K – 193
2016
Q1 		$266K Buy
+10,971
New +$239K 0.01% 121

Other funds holding SBSI

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

WBI Investments's SBSI Position: Q2 2016 in Review

WBI Investments sold out of Southside Bancshares (SBSI) in Q2 2016, closing a stake of 10,971 shares — an estimated $266K sold.

WBI Investments first reported a position in SBSI in Q1 2016 and held it in 1 quarter. The position peaked at $266K in Q1 2016. 118 funds tracked by Wall St. Rank hold SBSI as of Q2 2016.

  • WBI Investments reported no remaining Southside Bancshares position as of Q2 2016 after selling out during the quarter.
  • WBI Investments sold 10,971 Southside Bancshares shares in Q2 2016, an estimated $266K.
  • WBI Investments first reported a position in Southside Bancshares in Q1 2016 and held it in 1 quarter.
  • WBI Investments's Southside Bancshares position peaked at $266K in Q1 2016.
  • 118 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2016.

Based on WBI Investments's 13F filing for Q2 2016, filed 11 Aug 2016.